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MichelleSCR
Level 3

Change default "from" email address for batch emailing invoices

We often email invoices to our customers.  The default "from" email address for this comes from the individual user's preference setup. 

We sometimes email invoices using the Batch process.  The default "from" email address for the batch process is the email address that is set up in our Company setup.  Is there a way to change the default from email address for the batch emails to that of the individual user that is initiating the batch process.

Our QuickBooks administrator (whose address is in the company setup) is not the person that send out our invoices.

3 Comments 3
Jen_D
Moderator

Change default "from" email address for batch emailing invoices

Glad to have you here, @MichelleSCR,

 

You can definitely change the email for sending sales forms in QuickBooks Desktop. Perform these steps in the Preferences window:

 

  1. Go to the Edit menu then choose Preferences.
  2. On the left pane, choose Send Forms.
  3. Under My Preferences, select the email account you are using then click Edit or Add.
  4. In the Edit Email Info screen, enter the new email information.

 

Refer to this article to learn more about setting up your email provider and be guided with the list of SMTP Server and Ports: Set up your email service in QuickBooks Desktop.

 

 

Let me know if you have other questions about this topic or need further help setting up the email service. I'll be right here to provide further assistance whenever you need one. Have a lovely day!

MichelleSCR
Level 3

Change default "from" email address for batch emailing invoices

We don't have the box to enter the email address.

We are using Enterprise Desktop.

I tried to attach a screenshot to this reply

 

JonpriL
Moderator

Change default "from" email address for batch emailing invoices

It's nice to see you again, @MichelleSCR!

 

Base on the screenshot you've shared, we're unable to add an additional email address when sending transactions via Outlook. That being said, you may want to consider selecting Web Mail under the SEND MAIL USING: window so you can add another email address.

 

 

You can always leave a comment down below if you have any other concerns. I'm happy to lend a helping hand.

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